Spire Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26K Buy
518
+23
+5% +$1.18K ﹤0.01% 1364
2026
Q1
$25.1K Buy
495
+218
+79% +$10.8K ﹤0.01% 1358
2025
Q4
$13K Sell
277
-727
-72% -$35.2K ﹤0.01% 1629
2025
Q3
$48.9K Hold
1,004
﹤0.01% 1244
2025
Q2
$45.4K Hold
1,004
﹤0.01% 1234
2025
Q1
$46.3K Sell
1,004
-64
-6% -$3.02K ﹤0.01% 1311
2024
Q4
$50.8K Buy
+1,068
New +$51K ﹤0.01% 1276
2022
Q2
Sell
-12,892
Closed -$630K 2723
2022
Q1
$630K Buy
12,892
+196
+2% +$9.22K 0.02% 508
2021
Q4
$577K Sell
12,696
-115
-0.9% -$5.44K 0.01% 644
2021
Q3
$609K Buy
12,811
+11,806
+1,175% +$565K 0.02% 541
2021
Q2
$49K Hold
1,005
﹤0.01% 1494
2021
Q1
$48K Buy
+1,005
New +$46.9K ﹤0.01% 1743

Other funds holding FMF

Spire Wealth Management's FMF Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Managed Futures Strategy Fund (FMF) stake by 4.6% in Q2 2026, buying an estimated $1.18K and bringing the position to 518 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Spire Wealth Management first reported a position in FMF in Q1 2021 and has held it in 12 quarters since. The position peaked at $630K in Q1 2022. 82 funds tracked by Wall St. Rank hold FMF as of Q2 2026.

  • Spire Wealth Management held 518 shares of First Trust Managed Futures Strategy Fund worth $26K as of Q2 2026.
  • Spire Wealth Management bought 23 First Trust Managed Futures Strategy Fund shares in Q2 2026, an estimated $1.18K.
  • First Trust Managed Futures Strategy Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1364 holding.
  • Spire Wealth Management first reported a position in First Trust Managed Futures Strategy Fund in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's First Trust Managed Futures Strategy Fund position peaked at $630K in Q1 2022.
  • 82 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.